Glossary

Account Manager
Account managers are responsible for the customer relationship.
Active Status
Indicates that the record can be used to produce results.
Agreement: Auto Renew%
Indicates the amount percent of increase for the renewal.
Agreement: Billable Checkbox
When checked, indicates that the agreement can be billed.
Agreement: Billing Total
The total contract amount.
Agreement: Commission Rate
The commission rate that will be used when billing the agreement.
Agreement: Contact
The customer or site contact that handles the agreement.
Agreement: Deferred Revenues Total
The total deferred revenues posted to date.
Agreement: Frequency
The billing frequency.
Agreement: Gross Profit Contact Billed to Date
The agreement's gross profit based on billings to date.
Agreement: Gross Profit Contract Term to Date
The agreement's gross profit recorded on the contract to date.
Agreement: Labor Budget Balance %
Percentage of labor budget balance to date.
Agreement: Labor Budget Used %
Percentage of labor budget used to date.
Agreement: Labor Budget Hours Used to Date
The number of budgeted hours billed to date.
Agreement: Labor Hours Balance
The remainer of the budgeted hours to date.
Agreement: Labor Hours Budget
The number of labor hours budgeted for the contract's term.
Agreement: Last Increase
The increase amount from the last renewal.
Agreement: Number
Agreement numbers are used the identify agreements.
Agreement: Parts Billed to Date
The amount billed to date for parts.
Agreement: Parts Budget
The total amount budgeted for parts on the agreement contract.
Agreement: Parts Budget Balance
The remainer of the amount budgeted for parts to date.
Agreement: Parts Budget Balance %
Percentage of parts budget balance to date.
Agreement: Parts Budget Used %
The amount of the parts budget billed to date.
Agreement: Price Level
The price level that will be used when billing the agreement.
Agreement: Pricing Method
Agreements can be priced based on the different methods. Blanket: One price covers all items on the agreement. By Site: Each site can have a different price. By Equipment: Each equipment record can have a different price.
Agreement: Purchase Order
The purchase order provided by the customer for the agreement.
Agreement: Renewable
Indicates that the agreement is eligible for renewal.
Agreement: Renewal Amount
The amount that will be billed on agreement renewal.
Agreement: Renewal Method
The renewal method field is used when determining the renewal contract amount. The contract amount can be a fixed amount, or changed based on a change percentage. Fixed Amount: The renewal will use the exact amount in this field. Change Percent: Increases the contract amount by the percent in the Renewal Amount field.
Agreement: Renewal Months
The contract months to use on the renewal.
Agreement: Renewal Text
The text that will be displayed on the agreement renewal invoice.
Agreement: Renew As
Used to indicate the type of invoice that will be created upon renewal.
Agreement: Revenues Total
The total amount billed for the contract to date.
Agreement: Salesperson
The salesperson that should be assigned to the invoices when billing occurs.
Agreement: Status Code
The status code is used to track the agreements progress through the renewal process.
Agreement Type
Used to organize agreements by type. Agreement types are also used to establish setting for agreements by default.
Agreement Type: Code
The code used to identify the agreement type.
Agreement Type: Description
The description used to identify the agreement type.
Agreement Type: Contract Months
The number of months for new agreements.
Agreement Type: Cover Parts Checkbox
When checked, the parts covered by the agreement will have no charge.
Agreement Type: Cover Labor Checkbox
When checked, the parts covered by the agreement will have no charge.
Agreement Type: SLA Checkbox
Check this box, if the agreement qualifies for SLA service.
Agreement Type: SLA Priority Code
The SLA qualified priority code to use for new agreements.
Agreement Type:Message
This message will appear on the agreement.
Agreement Type: Labor Hours Budget
The budgeted number of labor hours.
Agreement Type: Parts Dollars Budget
The budgeted parts dollars.
Agreement Type: Percent Used >=
Percentage of labor budget used.
Agreement Type: Dollars Used >=
Percentage of parts dollars used.
Agreement Type: Auto Number by Type
When checked, new agreements will auto-number using the value int he Next Number field.
Agreement Type: Next Number
Used when auto-numbering agreements.
Agreement Type: Enforce Defaults
When checked, the agreement type defaults cannot be changed on the agreement.
Agreement Type Planned Invoice Options: Billable
When checked, the agreements assigned to the agreement type will be billable by default.
Agreement Type Planned Invoice Options: Frequency
The billing frequency.
Agreement Type Planned Invoice Options: Tax Class
The tax class assigned to invoice billing invoices.
Agreement Type Planned Invoice Options: Allocation
The allocation that will be assigned used when processing agreements.
Agreement Type Planned Invoice Options: Deferred Revenues
When checked, new agreements will use the deferred revenue feature.
Agreement Type Planned Invoice Options: Pricing Method
The pricing method used when processing agreement transactions.
Agreement Type Planned Invoice Options: Pricing
Agreement Type Blanket: One price covers all items on the agreement. By Site: Each site can have a different price. By Equipment: Each equipment record can have a different price.
Agreement Type Planned Invoice Options: Include Site Details on Invoice
When checked, the site details will appear on agreement invoices.
Agreement Type Planned Invoice Options: Include Equipment Details on Invoice
When checked, equipment details will appear on agreement invoices.
Agreement Type Planned Invoice Options: Include Site Summary on Invoice
When checked, a site summary will appear on agreement invoices.
Agreement Type Planned Invoice Options: Include Equipment Summary on Invoice
When checked, an equipment summary will appear on agreement invoices.
Agreement Type Planned Renewal Options: Renewable Checkbox
When checked, the agreement will be marked renewable on creation.
Agreement Type Planned Renewal Options: Renewal Months
The number of default renewal months on new agreements.
Agreement Type Planned Renewal Options: Renew As
The default renew as value for new agreements.
Agreement Type Planned Renewal Options: Include Site Details on Invoice
When checked, the site details will appear on renewal invoices.
Agreement Type Planned Renewal Options: Include Equipment Details on Invoice
When checked, equipment details will appear on renewal invoices.
Agreement Type Planned Renewal Options: Include Site Summary on Invoice
When checked, a site summary will appear on renewal invoices.
Agreement Type Planned Renewal Options: Include Equipment Summary on Invoice
When checked, an equipment summary will appear on renewal invoices.
Agreement Type Planned Maintenance Options: Create a Job for each Equipment
When checked, planned maintenance will create a separate job for each equipment record assigned to the schedule.
Agreement Type Planned Maintenance Options: Create Transactions
When checked, planned maintenance will automatically add the transactions to the generated jobs.
Agreement Type Planned Maintenance Options: Price Transactions
When checked, planned maintenance will add the transactions, with pricing, to the generated jobs.
Allocation
Allocations are used to distribute the agreement dollars to the required general ledger accounts.
Allocation: Description
The description used to identify the allocation.
Allocation: Revenue Type
Indicates if the allocation will be a percentage or fixed amount.
Allocation: Pricing Method
Agreements can be priced based on the different methods. Allocations define the price method the can be assigned in agreement types. Blanket: One price covers all items on the agreement. By Site: Each site can have a different price. By Equipment: Each equipment record can have a different price.
Allocation: Price
The allocation price. Blanket - Enter one price for the entire contract. By Site - Enter the price for each site. By Equipment - Enter ethe price for each equipment.
Allocation Details: Type
The type of general ledger entry. Deferred Revenue: Posts to a deferred revenue account. Revenue: Post to a sales revenue account.
Allocation Details: Miscellaneous Item
The miscellaneous item to use when posting to the ERP system.
Allocation Details: Allocations Account
The account that should be affected by the allocation transaction.
Allocation Details: Amount
The amount of the allocation transaction.
Button: Assigned
When clicked, displays all items assigned to the selected record.
Button: Not Assigned
When clicked, displays all the records not assigned to the selected item.
Chains
Sites can grouped by chain.
Chains: Name
The name used to identify the chain.
Chains: SLA
When checked, indicates the chain is an SLA chain. SLA chains have a expiration time for when the work is expected to be completed.
Chains: Inbound Path
Chains: Outbound Path
Chains: Store Type Code	Store Type Code
Desc here
Chains: Store Type Name	Store Type Name
Desc here
Classification
The classification is used in sales and cost account assignments. Classifications are assigned to Cost Types and Items.
Button: Remove all Assignments
When clicked, removes all assignments from the selected record.
Contact: Address
The contacts mailing address.
Contact: City
The city of the mailing address.
Contact: Country
The country of the mailing address.
Contact: Email
The contact's email address.
Contact: Established Date
The date the contact record was established.
Contact: Fax Number
The contact's fax number.
Contact: First Name
The contact's first name.
Contact: Last Name
The contact's last name.
Contact: Name
The contacts full name.
Contact: Phone
The contact's telephone number.
Contact: Salutation
The salutation that should be used when communicating with the contact.
Contact: State
The state of the mailing address.
Contact: Title
The contact title. ex: Mr., Mrs.
Contact: Type
Types can be used to organize contacts.
Contact: Zip
The postal code of the mailing address.
Cost Type
Cost types are used to manage general ledger sales and cost account allocations on transactions and billing.
Cost Type: Cost Account
The cost account that will be assigned to transactions assigned this job type and cost type.
Cost Type: Cost Subaccount
The cost sub-account that will be assigned to transactions assigned this job type and cost type.
Cost Type: Description
Used to describe the cost type.
Cost Type: Inventory Checkbox
When checked, indicates that the cost type can be used for inventory transactions.
Cost Type: Labor Checkbox
When checked, indicates that the cost type can be used for labor transactions.
Cost Type: Purchases Checkbox
When checked, indicates that the cost type can be used for purchase transactions.
Customer: Account Manager
The company representative that manages the customer's account.
Customer: Address
The customer's mailing address.
Customer: Billing Contact
The primary billing contact assigned to the customer.
Customer: City
The customer's mailing address city.
Customer: Country
The customer's mailing address country.
Customer: Email
The email address for the primary customer contact.
Customer: Ext
The main telephone numbers extension.
Customer: Facebook
Link to the customer's Facebook account.
Customer: Fax
The customer's contact fax number.
Customer: LinkedIn
The customer's linked in accounnt handle.
Customer: Name
The name of the organization that will be billed. Jobs can be created without a customer assignmnet, but not billed.
Customer: Number
Customer numbers can be used to help identify a customer. Customer number requirement is based on ERP system.
Customer: Price Level
The customer's price level. Price level requirement is based on ERP settings.
Customer: Phone
The customer's business telephone number.
Customer: Salesperson
The salesperson assigned to the customer's account.
Customer: State
The customers address state.
Customer: Twitter
The customer's twitter handle.
Customer: Zip Code
The customer's address zip code.
Equipment: Code
Equipment codes are used to identify equipment. Codes can be manually, or automatically assigned.
Equipment: Comment
Comments related to the equipment record.
Equipment: Coverage Date
The date coverage begins for the equipment record.
Equipment: Description
Used to describe the equipment.
Equipment: Item
Equipment records that are also inventory items will have the Item Code in this field.
Equipment: Install Date
The date the equipment was installed on site.
Equipment: Labor Warranty Checkbox
When checked, indicates the equipment is covered by a labor warranty.
Equipment: Labor Warranty End
The date the labor warranty ends.
Equipment: Labor Warranty Start
The date the labor warranty begins.
Equipment: Level
Levels are linked to models. If the leve does not appear in the Level drop-list, check the selected models setup.
Equipment: Manufacturer
The equipment's manufacturer. Manufacturers are linked to the equipment type. If you do not see the manufacturer in this list, verify that it is linked to the selected equipment type.
Equipment: Model
The equipment model. Models are linked to a manufacturer. If the model does not appear in the model drop-list, check the selected manufacturer's setup.
Equipment: Parts Warranty Checkbox
When checked, indicates the equipment is covered by a parts warranty.
Equipment: Parts Warranty End
The date the parts warranty ends.
Equipment: Parts Warranty Start
The date the parts warranty begins.
Equipment: Sale Date
The date the equipment was sold to the customer.
Equipment: Serial Number
The equipment's serial number. This is not required.
Equipment: Type
Equipment types are used to organize equipment. Manufacturers are assigned by equipment type.
Equipment: Position/Locations
Indicates the physical location.
Equipment Type
Equipment types are used to groups equipment. Grouping can include manufacturer, model and levels.
Equipment Type: Code
The code that identifies the equipment type.
Equipment Type: Description
The description used to identify the equipment type.
Equipment Type: Prefix
The three digit prefix to use when auto-numbering new equipment records.
Inventory: Commissionable
When checked the item is commissionable.
Inventory: Commission Rate
If the representative is a salesperson, the commision rate is stored in this field.
Inventory: Equipment Build Checkbox
When checked, an equipment record will be generated each time the item is billed. Equipment build has a set of defaults that are defined for use during the process. Prefix: Used when equipment auto-numbering is activated. EQ Type Model Manufacturer Labor Warranty Period: The number of months for labor warranty coverage. Parts Warranty Period: The number of months for parts warranty coverage. Comment
Inventory: Item Code
Used to identify the item.
Inventory: Item Description
Describes the item. This information comes from the ERP system.
Inventory: Item Type
Indicates the type of Item.
Inventory: Prefix
Used for equipment auto numbering. If a matrix is in use that calls for this prefix, the system will use the value in this field.
Inventory: Price Code
The item's price code. The price code is used when calculating transaction pricing.
Inventory: Product Line
The item's product line.
Inventory: Sales UOM
The item's unit of measure.
Inventory: Servicer Mobile Button
When checked, a mobile button will be made available in mobile for quick entry.
Inventory: Short Description
A short description for the item.
Inventory: Split Commission
When checked, commission on the item can be slit.
Inventory: Trade Discount
When checked, discounts are allowed.
Inventory: Unit Cost
The item's cost.
Inventory: Unit Price
The price for the item when added to a transaction.
Inventory: Use in Mobile
When checked, the item will be available for use in mobile.
Inventory: Warehouse
The item's default warehouse.
Job: Billed Status
Indicates where the job is in the billing process.
Job: Contact
The site or customer contact assigned to the job.
Job: Contact Email
The email address for the job contact.
Job: Extension
The extension number for the contact telephone number
Job: Job Type Code
Used to recognize the job type.
Job: Main Number
The job's main contact telephone number
Job: Number
Used to identify the job.
Job: Payment Method
The default payment method.
Job: Phone
The contact telephone number for the job.
Job: Primary Servicer
The primary servicer for the job. New jobs will automatically use the primary servicer.
Job: Received Date
The date the job was received from the customer.
Job: Reference Number
The default payment reference number.
Job: Salesperson
The salesperson for the job. *Certain ERP systems require a salesperson.
Job: Send to Mobile Checkbox
On save, if this checkbox is checked, the job will be made available in mobile.
Job: Service Type
Service types are used to organize jobs. Service type are organized by job type.
Job: SLA Checkbox
Check this box, if the job qualifies for SLA service. This defaults from the site.
Job: SLA Expiration Date
The date the technician has to start the work in order to meet the SLA criteria.
Job: SLA Expiration Time
The time the technician has to start the work in order to meet the SLA criteria.
Job: Status
Status codes are used to determine the job's position in the work process.
Job: Status Bar
The status bar indicates the job's status progress.
Job Type: Description
Used to describe the job type.
Job Type: Estimated Hours
The hours estimated to complete the job.
Job Type
Job types are used to organize jobs by type and service types. Job types are tied to the billing sales and cost accounts for transactions.
Job Type: KPI Call Count Checkbox
When checked the jobs assigned the job type will be counted in the KPI analytics.
Job Type: Opportunity
Marks the job type as a job opportunity.
Job Type: Quoted $s
The dollars quoted for the job.
KPI
KPI fields are indicators of job profit and profitability.
KPI: Departure Date
The date the job was changed to the departed status code.
KPI: Departure Time
The time the job was changed to the departed status code.
KPI: Job Start Date
The date the job started.
KPI:Job Start Time
The time the job started.
KPI: Job Complete Date
The date the job was marked complete.
KPI: Job Complete Time
The time the job was marked complete.
KPI: Job Revenues
The total revenues to date.
KPI: Job Elapse Time
The time between the received date/time and the job close date/time. If the job is not closed the current date is used as the cut-off.
KPI: Job Repair Time
The labor hours posted to date.
KPI: Job Response Time
The time between the received date/time and the arrival date/time.
KPI: Job Profit
The job's profit to date.
KPI: Job Invoice Status
The job's billing status.
KPI: Invoice Date
The date the job was first invoiced.
Levels
Models can be grouped by levels. Levels can be grouped by type.
Levels: Code
The code used to identify the level.
Levels: Description
The description that identifies the level.
Levels: Prefix
The three digit prefix to use when auto-numbering new equipment records.
Levels: Type
Level types are used to group levels.
Location
Indicates the phusical location of a piece of equipment at a site.
Manufacturer
The manufacturer is assigned to equipment records. The manufacturer is assigned models.
Manufacturer: Code
The code used to identify the manufacturer.
Manufacturer: Description
The description that identifies the manufacturer.
Manufacturer: Prefix
The three digit prefix to use when auto-numbering new equipment records.
Model: Code
The code used to identify the model.
Model: Description
The description that identifies the model.
Model: Prefix
The three digit prefix to use when auto-numbering new equipment records.
Note: Category
Notes can be organized by category.
Note: Content
the note content that will display on the form and print on any documents.
Note: Internal Note Checkbox
Internal notes do not print on invoices and dispatch cards.
Note: Print Note on Ticket Checkbox
When checked, the note will print on the dispatch card.
Planned Maintenance: Type
Planned maintenance types are used to organize schedules and establish default values.
Planned Maintenance: ID
The ID is used to identify the schedule.
Planned Maintenance: Description
Descriptions can also help in identification.
Planned Maintenance: Material Group Code
Matieral Group Codes provide the ability to add materials to schedules by grouping.
Planned Maintenance:Task Code
PM task codes are used to organize schedules and establish material group codes.
Priority
The default priority that will be used when creating new jobs to establish schedule date and time. Priorities are assigned to sites as a default for new jobs.
Priority: Code
Priority codes are used to establish the response time when scheduling jobs.
Priority: Day of the Week
When checked, indicates that jobs can be schedules on that day of the week.
Priority: Description
Describe the priority.
Priority: End Time
Indicates the latest time a job can be scheduled on each day of the week.
Priority: Response Time
Indicates the number of hours between the received time and the schedule time.
Priority: SLA
When checked, indicates the priority is an SLA code. Only priority codes marked SLA will appear for jobs created on and SLA site.
Priority: SLA Expiration
The number of hours that are required to meet the SLA deadline.
Priority: Start Time
Indicated the earliest time a job can be scheduled on each day of the week.
Reporting Groups
A group code can be assigned to a miscellaneous charge code to group like Item codes.
Representative: Address
The mailing address for the representative.
Representative: City
The city for the mailing address
Representative: Country
The country for the mailing address.
Representative: Division
If division are in use, the representative division can be assigned.
Representative: Email
The email address used to contact the representative.
Representative: Name
The name of the representative.
Representative: Number
The representative number can be used to recognize a representative.
Representative: Phone
The telephone number used to contact the representative.
Representative: State
The state for the mailing address.
Representative: Type
Types are used to organize representatives.
Representative: Zip
The postal code for the mailing address.
Request
Requests are defined using the Request Management feature. The request defines the work requested.
Request Notes
Request notes are used to further define the work requested.
Revenue Account
The sales account that will be assigned to transactions assigned this job type and cost type.
Revenue subaccount
The sales sub-account that will be assigned to transactions assigned this job type and cost type.
Schedule Date
The date the technician is schedule to do the work.
Schedule Time
The time the technician is schedule to do the work.
Servicer
The technician that will perform the work.
Servicer: Number
The number used to identify the technician.
Servicer: Employee Number
If the servicer is also an employee, the employee number can be stored in this field.
Servicer: Subcontractor Checkbox
When checked, indicates that the servicer is a contracted employee or vendor.
Servicer: Name
The name of the technician.
Servicer: Vendor
If the servicers is a vendor, the vendor can be recorded on this record.
Servicer: Address
The technician's mailing address.
Servicer: Billing Rate
The technicians hourly labor billing rate.
Servicer: PO Required Checkbox
When checked, the vendor requires a purchase order for all requested work.
Servicer: Hourly Cost
The hourly cost for the technician.
Servicer: Insurance Certificate on File Checkbox
For use with vendors or contract employees only. Indicates that a Certificate of Insurance is on file.
Servicer: Burden
The hourly burden for the technician.
Servicer: Certificate File Name
The file name for the Certificate of Insurance.
Servicer: City
The servicer's mailing address city.
Servicer: Warehouse
The servicer's default warehouse.
Servicer: Terms
If the servicer is a vendor or contract employee, the terms for payment.
Servicer: State
The servicer's mailing address state.
Servicer: Zip
The servicer's mailing address postal code.
Servicer: Email
The servicer's email address.
Servicer: Mobile Checkbox
When checked, the servicer's jobs will appear on the mobile board.
Servicer: Country
The servicer's mailing address country
Servicer: Established Date
The date the servicer relationship was established.
Servicer: User List
Servicers must be attached to a user login in order to use the mobile system.
Servicer: Phone
The telephone number for contacting the servicer.
Servicer: Servicer Image File
The name of the file that contain an image of the technician.
Servicer: Service Dispatch Batch
Mobile jobs can be grouped by batch for posting to the back office.
Servicer: Tom Tom ID
The Tom Tom ID for the servicer.
Servicer: User Map Pin
Technicians can be mapped using pins.
Software Defaults: New Job Defaults
The values that will be used by default when adding new jobs. Some of these values can be changed at the job level. Request Override Job No Send Job Email Job Type Service Type Priority Est Hours Job Next No Job Length Job Leading Characters
Software Defaults, New Job Defaults: Override Job No Checkbox
When checked, users are allowed to alter the job number. Warning! This could interrupt the job numbering system.
Software Defaults, New Job Defaults: Send Job Email Checkbox
When checked, the send email form will be displayed when a new job is saved.
Software Defaults, New Job Defaults: Est Hours
The hours estimated to complete the job. This value will be added to the primary work order.
Software Defaults, New Job Defaults: Job Next No
The number that will be assigned to the next job.
Software Defaults, New Job Defaults: Job Length
The number of characters in the job number.
Software Defaults, New Job Defaults: Job Leading Characters
The character(s) that will lead the job number. This is not required.
Software Defaults, Inventory Defaults
The defaults that affect the inventory feature.
Software Defaults, Inventory Defaults: Short Desc Size
The number of characters to use for the short description for items.
Software Defaults, Inventory Defaults: Button: Update Item Short Descriptions
When clicked the system will copy the first characters, based on the Short Desc Size field, to the Short Description field for all items. Warning! This cannot be reversed.
Software Defaults, Status Code Defaults
Status codes are used to move jobs through the work flow process. Each status code on this form has a purpose. Assign a status code to each slot. *These are required.
Software Defaults, Equipment Defaults
Default values for new equipment records.
Software Defaults, Equipment Defaults: Warranty Based On
Warranties can be set based on the Sale Date or the installation date.
Software Defaults, Equipment Defaults: Allocation Based On
General ledger allocations can be based on the inventory item, or the model.
Software Defaults, Equipment Defaults: Auto No/EQ Defaults Checkbox
When checked, the system will automatically number new equipment records.
Software Defaults, Equipment Defaults: Options
Auto-numbering can be defined using a prefix or a matrix.
Software Defaults, Equipment Defaults: Prefix Missing Grid Column
The number of records that do not contain a prefix for the matrix to work properly.
Software Defaults, Site Defaults
Defaults values for new sites.
Software Defaults, Site Defaults: Site Type
The default site type for new sites.
Software Defaults, Site Defaults: Tax Schedule
The default tax schedule for new sites. This value is only used if the tax schedule is not filled from the customer record.
Software Defaults, Site Defaults: Use Customer Name and Address Checkbox
When checked, the customer name and address automatically fills into the site form when adding a new site.
Software Defaults, Transaction Assignments
The defaults and settings for new tranasctions.
Software Defaults, Transaction Assignments: Warehouse
The warehouse to assign to any transaction for which a warehouse has not been assigned.
Software Defaults, Transaction Assignments: Tax on Customer Checkbox
When checked, invoices will autommatically use the customer's tax schedule.
Software Defaults, Transaction Assignments: Multi-branch Checkbox
When checked, the multi-branch feature becomes active and its rules applied.
Software Defaults, Transaction Assignments: Segment
When the Multi-Branch checkbox is checked, this field becomes active. Use it to set the default branch segment to use when a branch segment is missing.
Software Defaults, Transaction Assignments: Default Sales Account
The sales account to assign to any transaction for which a sales account has not been assigned.
Software Defaults, Transaction Assignments: Default Cost Account
The cost account to assign to any transaction for which a cost account has not been assigned.
Software Defaults, Invoicing
The defaults and settings for new tranasctions.
Software Defaults, Invoicing: Require Sales Tax Checkbox
When checked, sales tax will be required on all invoices.
Software Defaults, Invoicing: Non-Tax Schedule
Certin ERP system require a tax schedule on all invoices, even those that are non-tax. This schedule fills that requirement.
Software Defaults, Invoicing: Next Batch Number
The next batch to use when invoices are created automatically.
Software Defaults, Invoicing: Next No
The next invoice number.
Software Defaults, Invoicing: Length
The invoice number length. This value cannot be shortened.
Software Defaults, Invoicing: Leading Characters
The leading character for invoice numbers. This is not required.
Software Defaults, Planned Maintenance
The defaults and settings for planned maintenance jobs.
Software Defaults, Planned Maintenance: Priority
The default priority for new planned maintenance jobs.
Software Defaults, Planned Maintenance: Status Code
The defaults status code for new planned maintenace jobs.
Software Defaults, Planned Maintenance: Include Site info as comment
When checked, the site information will appear on planned maintenance invoices.
Software Defaults, Planned Maintenance: Include Equipment info as comment
When checked, the equipment information will appear on planned maintenance invoices.
Software Defaults, Agreements
The settings and defaults for new agreements.
Software Defaults, Agreements: Auto No Checkbox
When checked, the system will automatically number any agreements that are created using an agreement type that is not also set to auto number.
Software Defaults, Agreements: Next Agreement No
The next number that will be used when creating agreements.
Software Defaults, Agreements: Agreeement No Length
The maximum length of the agreement numbers.
Software Defaults, Agreements: Default Agreement Type
The agreement type that will be automatically assigned to new agreements.
Software Defaults, Agreements:Planned Billing Auto Process Checkbox
When checked, the planned billing nightly auto-processing feature is active.
Software Defaults, Agreements: Processing Date
Indicates the date to use when processing planned billing.
Software Defaults, Agreements: Deferred Revenue Auto Process
When checked, the deferred revenues nightly auto-renewal feature is active.
Software Defaults, Agreements: Agreement Renewals Auto Process
When checked, the planned billing nightly auto-renewal feature is active.
Software Defaults, Agreements: Agreement Type PRO Include Site Details on Invoice
When checked, the site details will appear on the invoices.
Software Defaults, Agreements:Agreement Type PRO Include Equipment Details on Invoice
When checked, the equipment details will appear on the invoices.
Software Defaults, Agreements: Agreement Type PRO Include Site Summary on Invoice
When checked, the site summary information will appear on the invoices.
Software Defaults, AgreementsAgreement Type PRO Include Equipment Summary on Invoice:
When checked, the equipment summary information will appear on the invoices.
Software Defaults, Agreements: Revenue Account
The default revenue account that will be assigned to new allocations.
Software Defaults, Agreements: Deferred Revenue Account
The default deferred revenue account that will be assigned to new allocations.
Software Defaults, Agreements: Item
Desc here: The default item that will be assigned to new allocations.
Service Type
Service Types are used to organize jobs using a job type, service type relationship.
Service Type: Code
Used to identify the service type.
Service Type: Desc
Used to describe the service type.
Site: Address
The physical address for the site. This field is used in dispatching.
Site: Branch
The site branch is required if multi-branching is in use.
Site: Chain
The site's chain. Chains are not required.
Site: City
The address city for the site. This field is used in dispatching.
Site: Clone From Customer Address
When clicked, this button will clone the customer's address to the site.
Site: Clone From Ship To
When an item is selected, the ship to address will be copied to the site address fields.
Site: Code
The site code can be used to identify the site. It is not required.
Site: Established Date
The date the site was added.
Site: Fax Number
The site's Fax number.
Site: Labor #1
Back office labor transaction entry can include two labor quick buttons. This item will be linked to the first button.
Site: Labor #2
Back office labor transaction entry can include two labor quick buttons. This item will be linked to the second button.
Site: Latitude
The latitude for the site location.
Site: Longitude
The longitude for the site location.
Site: Main Number
The main business contact telephone number for the site.
Site: Map Code
When using Key Maps or Rand McNally's Street Finders this will be the code to associate the location with a particular map page.
Site: Name
The name of the site location. This is used to identify the site.
Site: Price Level
The price level that should be used when billing jobs.
Site: Primary Contact
The site's primary contact. Contacts are management using the Contact Mangement system.
Site: Referral Code
The site's referral code. Referral codes are not required.
Site: Servicer #1
The default primary servicer. New jobs will be automatically assigned to this servicer.
Site: Servicer #2
The secondary servicer for new jobs.
Site: SLA
Check this box, if the site qualifies for SLA service.
Site: State
The address state code for the site. This field is used in dispatching.
Site: Store Number
The store number for the site. The store number is directly tied to the Chains feature.
Site: Store Type
The store type for the site. The store number is directly tied to the Chains feature.
Site: Type
Site types are used to organize sites. Site types are not required.
Site: Zip Code
The address postal code for the site. This field is used in dispatching.
Site Type
Sites can be grouped by site type.
Site Type: Code
The code used to identify the site type.
Site Type: Description
The description used to identify the site type.
Site Type: Message
The message of the Service Site Type will default into the field or manually type a customer note into the field. If the Service Site Type is changed the message will not change.
Solution
Solutions are defined using the Solution Management feature. The solution defines the work done to complete the work.
Solution Notes
Solution notes are used to further define the work performed.
Subclass
The sub-classification is used in sales and cost account assignments.
Tasks: Type
Tasks can be organized by type.
Tasks: Status
Tasks can be tracked by status.
Tasks: Details
Task details provide a description of the task.
Tasks: URL
The URL field is used to store the website related to the task.
Tasks: Notes
Notes can be stored for each task.
Tasks: Due Date
Task can be tracked by due date.
Tasks: Due Time
Task can be tracked by due time.
Tasks: Assignment Type
Tasks can be assigned to individual by type. Account Manager Salesperson Servicer User
Tasks: Assigned To
The individual that will handle the task.
Tasks: Email
An email can be stored with the task.
Tasks: Text Phone
A telephone number for texting can be stored with the task.
Tax Class
The item's task class.
Tax Exempt Number
If the customer is tax exempt, a value must be used in this field.
Tax Schedule
The customer's tax schedule. This information is assigned at the ERP level and cannot be altered when an ERP is in use.
Terms
The customer's terms. This information is assigned at the ERP level and cannot be altered when an ERP is in use.
Transaction Billed Status
Indicates the transaction's position in the billing process. N = Not billed I = On an unposted invoice Y = On a posted invoice
Transaction Date
The date the transaction will post to the general ledger.
Transaction Type
The type of transaction. The type is used to group the transactions by labor, materials or purchases.
Work Order: Est Hours
The hours estimated to complete the work order.